Tell us about your professional experience.
I started my career in financial services at Citizens Bank in Providence, Rhode Island in 1986 before moving to Mellon Bank in Philadelphia in the early 1990’s. For the last 28 years I worked at Bank of America in the Asset Based Lending group rising to the level of Senior Vice President/Senior Account officer. I began my career at Bank of America as a field examiner responsible for examining the books and records of existing and prospective clients before becoming an Account Officer where I was responsible for managing a portfolio of both large and small asset-based loans across a variety of industries.
I graduated from Providence College in Providence, RI with a B.A. in Accounting. Go Friars!
What qualities do you have that make you good at what you do?
I like to take complex lending situations and find a way to provide a solution that works for both the company and the customer. My ability to provide solutions to a client’s problem provides the foundation for developing strong long lasting customer relationships
What are you looking forward to about your new role with Univest?
After spending 28 years at a large institution interacting with national and multi-national companies, I’m looking forward to getting back to my career roots and help build out the asset based group here at Univest where I can serve local companies and have a positive impact on the local community.
What is your favorite quote?
“Do your job and do it well.”
I live in Richboro with my wife, Sandy, and daughter. In my free time, I like to ski, play golf, hike and travel.
Univest Bank and Trust Co is Member FDIC, Equal Opportunity and SBA Preferred Lender.